Planned giving is a way for donors to
continue making contributions to your organization after they have passed on. A
planned gift is often the largest gift that a donor will make to an
organization. Planned giving is an essential part to maintaining the long-term
health of your organization. It includes gifts made through a will, annuities,
trusts, life insurance policies, retirement, and more. However, there can be challenges
and obstacles that organizations face when marketing a planned giving program.

One of the challenges of planned giving
is how to communicate the right message to your donors. Most individuals have
beneficiaries currently set up for any assets that are left behind. One easy
way to receive a legacy gift is through a change of beneficiary form which will
include your agency on their list of beneficiaries. This is the easiest
solution! Beneficiary designations are great to
market because it does not involve wills and death. To communicate your message
use verbiage …